Sr Client Support Specialist

Transamerica • Cedar Rapids, IA

91d • $47,000 - $57,000

About The Position

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Requirements

• Three years of experience in the financial services industry.
• Excellent customer service skills.
• Written and verbal communication skills.
• Attention to detail with a high degree of accuracy.
• Excellent time management skills and prioritization skills.
• Ability to meet deadlines in a high-volume work environment.
• Ability to adapt quickly to change.
• Ability to resolve all but the most complex issues.
• Proficiency using MS Office tools.

Nice To Haves

• Customer service or brokerage/financial services industry experience.

Responsibilities

• Follow-up with clients on outstanding new account paperwork within set timeframe.
• Assist clients with paperwork completion.
• Answer incoming client calls and respond to request for forms, general inquiries, and status requests.
• Make outgoing calls following up on outstanding paperwork and requirements.
• Monitor client accounts for actions required and handle each situation as needed.
• Research and resolve issues by utilizing all available resources.
• Clearly and thoroughly document all client interactions.
• Identify and assess customers' needs to achieve satisfaction.
• Provide accurate, valid and complete information by using the right methods/tools.
• Follow communication and processing procedures, guidelines and policies.
• Assist an assigned group of advisors or agents with onboarding clients.
• Learn annuity new business including products, paperwork, and process for setting up annuity accounts.
• Identify and refer more complex issues to higher level staff.
• May provide guidance and/or training on certain tasks.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: Bachelor's degree